Oct 13
David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]
David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ... Show More
1h 11m
Oct 6
Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]
Andrew Huberman is a neuroscientist and professor at Stanford, the host of the Huberman Lab podcast, and the author of Protocols. Most of our conversation is about where neuroscience goes next. For decades the field has focused on reading from the brain, and Andrew believes the n ... Show More
1h 12m
Sep 28
Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]
My guest today is Noah Shinn. Noah is the founder of Instinct, a personal assistant that you text, call, or email the same way you would a person. It has its own phone and its own computer, and it can do almost anything on your behalf that you would do yourself online. Instinct i ... Show More
1h 11m
Dec 2024
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA' ... Show More
1h 29m
Sep 2025
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
<p>Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.</p><p>To make sense of it all, Erik Torenberg is joined by Dyla ... Show More
1h 40m
Feb 2025
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for lis ... Show More
5h 16m
Nov 2023
AI in Machine Learning Infrastructure with Emmanuel Turlay, Founder & CEO of Sematic
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!In this episode, I talk with Emmanuel Turlay, Founder & CEO of Sematic, about the pivotal role of AI in Machine Learning infrastructure. Emmanuel shares his expertise in design ... Show More
26m 56s
Dec 2024
AI Governance and Strategy for Long-Term Impact - with Steven Eliuk of IBM
<p>Today's guest is Steven Eliuk, VP & CTO for AI, Governance and Data, Product Software Development at IBM. Steven joins Emerj CEO and Head of Research Daniel Faggella on today's episode to explore the critical barriers organizations face in operationalizing AI. Steven shares in ... Show More
21m 53s
Aug 2023
Ola's CEO Aggarwal Looks to AI & Semiconductors as Valuation Cut 52%
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!In this episode, we delve into Aggarwal's recent strategic moves as he dives headfirst into AI and semiconductor design, dissecting the implications and challenges that this ve ... Show More
6m 21s
Sep 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ... Show More
1h 44m
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industri ... Show More
